Jake A Szymanski
Investment adviser representative at Raymond James & Associates, Inc.
12 yearsExperience
1 stateRegistered in
$501BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Raymond James & Associates, Inc.Jul 2025 to now
- Raymond JamesMay 2024 to Jul 2024
- Raymond JamesMay 2023 to Jul 2023
- Melting Pot of BuffaloMay 2021 to May 2025
- Panera BredJan 2021 to Jan 2021
- I Was Unemployed for This Period(i Was In High-school)Jun 2014 to Jan 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7746371
- Firm CRD
- 705